DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Virtue Capital Management, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Mark Richard MogleEp Wealth Advisors otherVirtue Capital Management, LLC independent RIAOtherSep 22, 2016Apr 10, 2019 (930 d)
Patrick Michael KaiserBrookstone Capital Management LLC otherVirtue Capital Management, LLC otherOtherAug 17, 2016Aug 16, 2016
Terri Lynn CollymoreBrookstone Capital Management LLC otherVirtue Capital Management, LLC otherOtherJul 26, 2016Jul 25, 2016
Michael Emmett WilliamsHorter Investment Management, LLC otherVirtue Capital Management, LLC otherOtherJun 6, 2016Jun 2, 2016
Vincent Anthony TizonoEdward Jones national BDVirtue Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 26, 2016Nov 29, 2018 (917 d)
Steven Verlin WiseRedhawk Wealth Advisors, Inc. otherVirtue Capital Management, LLC otherOtherMay 10, 2016May 5, 2016
Charles Henry TrakasRedhawk Wealth Advisors, Inc. otherVirtue Capital Management, LLC otherOtherMay 10, 2016May 9, 2016
Terry Lane ColemanHorter Investment Management, LLC otherVirtue Capital Management, LLC otherOtherMay 10, 2016May 10, 2016
Michael I HepnerBrookstone Capital Management LLC otherVirtue Capital Management, LLC otherOtherMar 30, 2016Apr 7, 2016
Jeffrey Ian MccartyRedhawk Wealth Advisors, Inc. otherVirtue Capital Management, LLC otherOtherJan 4, 2016Jan 5, 2016
Nora Lake HartquistBrookstone Capital Management LLC otherVirtue Capital Management, LLC otherOtherNov 16, 2015Nov 17, 2015
Patti L LerchBrookstone Capital Management LLC otherVirtue Capital Management, LLC otherOtherNov 16, 2015Nov 17, 2015
Laura Helen StoverBrookstone Capital Management LLC otherVirtue Capital Management, LLC otherOtherOct 30, 2015Oct 30, 2015
Angelica RoxasHorter Investment Management, LLC otherVirtue Capital Management, LLC otherOtherOct 2, 2015Mar 17, 2016 (167 d)
David P MacinoNext Financial Group, Inc. otherVirtue Capital Management, LLC otherOtherSep 3, 2015Aug 27, 2015
Renee Elizabeth LucasStrategiq Financial Group, LLC otherVirtue Capital Management, LLC otherOtherMay 29, 2015Sep 1, 2015 (95 d)
Robert Travis EvansQuartermaster Wealth Management, LLC otherVirtue Capital Management, LLC otherOtherMay 15, 2015May 28, 2015
Michael Rennie MoreraRegal Advisory Services, Inc. otherVirtue Capital Management, LLC otherOtherApr 16, 2015Aug 6, 2015 (112 d)
Nathan L ClarkKovack Advisors, Inc. otherVirtue Capital Management, LLC otherOtherMar 27, 2015Mar 26, 2015
Constantine George BurlosRedhawk Wealth Advisors, Inc. otherVirtue Capital Management, LLC otherOtherMar 24, 2015Apr 13, 2015
Kevin Murray SmithSecurian Financial Services, Inc. otherVirtue Capital Management, LLC otherOtherJan 19, 2015Jan 27, 2015
Matthew Raymond HiseyNext Financial Group, Inc. otherVirtue Capital Management, LLC otherOtherDec 31, 2014Jan 5, 2015
Scott Dwane WalkerCoppell Advisory Solutions LLC otherVirtue Capital Management, LLC otherOtherSep 16, 2014Jun 27, 2014
Nickie Todd DallyCoppell Advisory Solutions LLC otherVirtue Capital Management, LLC otherOtherSep 16, 2014May 27, 2014
Jason M CilloCoppell Advisory Solutions LLC otherVirtue Capital Management, LLC otherOtherSep 16, 2014Jun 30, 2014
Kenneth Eugene PlummerUnited Advisors America independent RIAVirtue Capital Management, LLC otherOtherAug 19, 2014Jan 4, 2016 (503 d)
Michael Paul MallBrookstone Capital Management LLC otherVirtue Capital Management, LLC otherOtherJul 3, 2014Jul 10, 2014
Hugh Augustin McdonaldB. Riley Wealth Advisors, Inc. otherVirtue Capital Management, LLC otherOtherMay 5, 2014Jun 13, 2016 (770 d)
Steve M ShymanFa Advisor Network, LLC. otherVirtue Capital Management, LLC otherOtherMay 1, 2014May 19, 2014
Richard John LuckowPark Avenue Securities LLC otherVirtue Capital Management, LLC independent RIAOtherMar 7, 2014Feb 21, 2022 (2908 d)
Matthew John RettichBrookstone Capital Management LLC otherVirtue Capital Management, LLC otherOtherNov 4, 2013Nov 8, 2013
Jeremy Matthew RettichBrookstone Capital Management LLC otherVirtue Capital Management, LLC otherOtherOct 30, 2013Oct 30, 2013
James David WebbBrookstone Capital Management LLC otherVirtue Capital Management, LLC otherOtherOct 29, 2013Oct 30, 2013
Michael Ray WallinBrookstone Capital Management LLC otherVirtue Capital Management, LLC otherOtherOct 28, 2013Oct 30, 2013
Rory Kyle DavisValic Financial Advisors, Inc. otherVirtue Capital Management, LLC otherOtherJul 28, 2011Mar 29, 2016 (1706 d)
Timothy Edward MeyerInvestment Advisors International, Inc. unclassifiedVirtue Capital Management, LLC independent RIAOtherSep 17, 2009Nov 4, 2019 (3700 d)
Nicole NguyenEquitable Advisors, LLC national BDVirtue Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 9, 2003Mar 24, 2020 (6041 d)
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157 moves match.